Your Independent Estate Planning Solution

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This isn't our first rodeo.

At EncorEstate Plans, we are a team of industry veterans who have been part of a successful journey in WealthTech. Matt Morris, our CEO, and Matt Pistone, our CTO previously played pivotal roles at Riskalyze (now Nitrogen) where we built a venture-backed company, and experienced the challenge of serving both advisors and investors interests. Today, we are applying that experience with a new vision for estate planning. A vision rooted in sustainability, independence, and unwavering focus on the financial advisors we serve.

Purposefully Independent

Unlike many firms raising tens of millions in venture capital, we have chosen a different path. As a second-time team, we’ve decided to bootstrap EncorEstate Plans, funding our own growth through profitability. In maintaining independence we have complete control over our direction and avoid conflicts with investors that have enterprise value as a top priority over advisor outcome. This allows us to stay laser-focused on our primary mission: empowering financial advisors to deliver the best estate planning client experience available.

Independence means we can:

• Be a Pay As You Go platform vs. requiring a Subscription
• Provide Human Review (that doesn’t scale) on every document
• Incorporate Property Deed Filing for Trust funding that requires human effort 
• Give away unlimited estate planning support with no financial commitment

Self funding enables us to deliver estate planning as a service to advisors combined with great technology.

How We Roll

Our estate planning team is made up of attorneys, paralegals, and Certified Estate Planners that have more than a 100 years of combined estate planning experience. They provide unlimited support to advisors with no commitment of spend.

It’s likely that private equity would tell us this is a terrible idea, but we choose to trust that it is the right thing to do for advisors and their clients.

We’re excited to fix the broken estate planning experience in partnership with our advisors. We believe you are the hero and our team exists to serve you, while you serve your clients.  

Welcome to EncorEstate Plans, where we are
only successful if you are.